ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 523 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $2,748,000 | -0.3% | 12,378 | +0.9% | 0.25% | -7.7% |
| Q3 2019 | $2,756,000 | +9.5% | 12,268 | +4.4% | 0.27% | +7.5% |
| Q2 2019 | $2,518,000 | +8.1% | 11,756 | +0.7% | 0.25% | +8.1% |
| Q1 2019 | $2,330,000 | +17.1% | 11,676 | +1.4% | 0.23% | +3.5% |
| Q4 2018 | $1,989,000 | +9.5% | 11,512 | -25.9% | 0.23% | +80.8% |
| Q3 2016 | $1,816,000 | 0.0% | 15,540 | 0.0% | 0.12% | -51.0% |
| Q1 2016 | $1,816,000 | +0.8% | 15,540 | +2.0% | 0.26% | -0.8% |
| Q4 2015 | $1,802,000 | +11.7% | 15,240 | +3.0% | 0.26% | +4.0% |
| Q3 2015 | $1,613,000 | – | 14,791 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 70,956 | $7,519,189 | 5.92% |
| PARAGON FINANCIAL PARTNERS, INC. | 30,330 | $3,214,028 | 3.34% |
| HERBST GROUP, LLC | 42,795 | $4,534,997 | 3.24% |
| MinichMacGregor Wealth Management, LLC | 86,757 | $9,193,683 | 3.04% |
| Gruss & Co., LLC | 3,000 | $317,910 | 2.69% |
| FOCUS Wealth Advisors, LLC | 34,646 | $3,671,437 | 2.55% |
| Bluesphere Advisors, LLC | 32,313 | $3,424,245 | 2.46% |
| WealthCare Investment Partners, LLC | 35,971 | $3,769,017 | 2.29% |
| MRA Advisory Group | 26,736 | $2,833,169 | 2.02% |
| 5th Street Advisors, LLC | 27,426 | $2,906,334 | 1.92% |